Institutional Holders (2026 Q2)
152 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JSI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Englebert Financial Advisers, LLC | 8.82% | 174,925 | $9.0M |
| 2 | Guardian Financial Partners, LLC | 8.62% | 432,477 | $22.1M |
| 3 | Grant Street Asset Management, Inc. | 7.40% | 881,588 | $45.1M |
| 4 | Epiq Partners, LLC | 5.00% | 230,022 | $11.8M |
| 5 | Winebrenner Capital Management LLC | 4.51% | 144,792 | $7.4M |
| 6 | Quaker Wealth Management, LLC | 3.99% | 267,746 | $13.7M |
| 7 | Traphagen Investment Advisors LLC | 3.95% | 1,080,779 | $55.3M |
| 8 | Advisory Resource Group | 3.78% | 491,125 | $25.2M |
| 9 | Miller Global Investments, LLC | 3.55% | 83,715 | $4.3M |
| 10 | Clearwater Capital Advisors, LLC | 3.26% | 867,681 | $44.4M |
| 11 | Financial Enhancement Group LLC | 3.22% | 527,115 | $27.0M |
| 12 | Nottingham Advisors, INC. | 3.18% | 348,302 | $26.6M |
| 13 | Marshall Financial Group, LLC | 3.03% | 406,255 | $20.8M |
| 14 | Sage Advisory Services, Ltd.Co. | 2.83% | 112,161 | $5.7M |
| 15 | Rise Advisors, LLC | 2.69% | 186,724 | $9.6M |
| 16 | Flaharty Asset Management, LLC | 2.18% | 29,751 | $1.5M |
| 17 | One Charles Private Wealth Services, LLC | 2.08% | 176,717 | $9.0M |
| 18 | Addison Capital Co | 1.99% | 237,546 | $12.2M |
| 19 | Atwood & Palmer Inc | 1.96% | 715,976 | $36.7M |
| 20 | 1620 Investment Advisors, INC. | 1.44% | 45,291 | $2.3M |
| 21 | StoneCrest Wealth Management, Inc. | 1.32% | 80,733 | $4.1M |
| 22 | Byrne Financial Freedom, LLC | 1.25% | 62,332 | $3.2M |
| 23 | Prasad Wealth Partners, LLC | 1.22% | 98,872 | $5.1M |
| 24 | Northbridge Financial Group, LLC | 1.22% | 61,904 | $3.2M |
| 25 | Weaver Consulting Group | 1.19% | 113,474 | $5.8M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|